2014-08-12T10:40:11-07:00 2013-12-31 MARGARET B GREEN 2942 XENIA ST DENVER CO 80238 990 2013-01-01 300096840 The Montview Foundation MONT 7202340702 1980 Dahlia St Denver CO 80220 MARTHA TRACEY PRESIDENT 7202340702 2014-04-17 true MARGARET B GREEN 7202340706 2014-08-12 X 2013 2015-11-30 17:44:51Z MARTHA TRACEY 133 Elm St Denver CO 80220 244245 false X N/A X 2001 CO Management of Endowment Management and administration of endowment funds and a charitable gift annuity account for the benefit of Montview Boulevard Presbyterian Church, Denver, CO. 8 8 0 0 0 9654 68245 0 190428 175152 1574 848 201656 244245 38735 130000 0 0 0 0 29731 31886 68466 161886 133190 82359 3620697 4052571 0 3620697 4052571 Management of Endowment false false 100000 100000 DISTRIBUTION TO MONTIVEW PRESBYTERIAN CHURCH TO SUPPORT PROGRAMS 30000 30000 DISTRIBUTION TO REFURBISH MCCOLLUM ROOM IN MONTVIEW CHURCH 130000 true false false false false false false false true true false false false false false false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false true 1 0 0 false false false false false false false false false false X 8 8 false true false false false false true true true false false true true true true false true false false false X DONALD BURKHARDT 3037331681 c/0 Montview Blvd Church 1980 Dahli Denver CO 80220 X DONALD BURKHARDT President 2.00 X X 0 0 0 MARTHA TRACEY Vice President 1.00 X X 0 0 0 MICHAEL KING Treasurer 1.00 X X 0 0 0 MARGARETGREEN Secretary 1.00 X X 0 0 0 JAMES LOGAN Board Member 1.00 X 0 0 0 WESLEY BROWN Board Member 1.00 X 0 0 0 DESIREE PARROTT-ALCORN Board Member 1.00 X 0 0 0 EDWARD BOLLE Board Member 1.00 X 0 0 0 false false false 68245 68245 102427 848 848 72725 72725 72725 72725 244245 176000 130000 130000 974 0 974 0 26063 0 26063 0 1500 0 1500 0 910 0 910 0 Bank Fees 1800 0 1800 0 Foreign Taxes 601 0 601 0 Class Action Fee 38 0 38 0 161886 130000 31886 0 X 128511 34646 49900 3484419 3960759 7767 7266 3620697 4052571 0 0 X 3620697 4052571 3620697 4052571 3620697 4052571 X 82359 387703 11712 -49900 X false false false X X X Montview Blvd Pres Church 840407646 1 true true true 130000 1 130000 0 0 0 0 0 0 true 55650 10629 6800 59479 false 3620697 69093 569846 130000 49900 31886 4047850 3419156 11104 258908 38735 29736 3620697 3411667 9654 63177 38315 27027 3419156 3194403 20869 284709 63387 24927 3411667 3064186 136157 5940 3194403 1.00000 true false Pt IV Line 1b The Foundation administers one charitable gift annuity and the balance show here represents a separate account established to carry out the requirements of the annuity agreement. The annual pay-out to the joint annuitants and to the survivor is $6800. The annuitants are a male age 87 and a female age 83. Using IRS publication 939 the duration of the joint annuity is 4.2 years. The annuity agreement was amended by the annuitants in 2011 Pt IV Line 1b to provide that the Foundation will have no obligation to make further annuity payments if the fund is exhausted prior to the death of both annuitants. true Montview Pres Church 1980 Dahlia Denver CO 80220 840407646 130000 Program support 1 1 Pt VI, Line 3 Investment decisions and their implementation are made by a Pt VI, Line 3 professional money manager based on a written investment Pt VI, Line 3 policy established by the Board of Directors. Pt VI, Line 11b The 990 is prepared by a board member who is an EA and Pt VI, Line 11b reviewed by the Board. Financial data is obtained from Pt VI, Line 11b written quarterly and annual statements furnished by investment Pt VI, Line 11b managers and bank custodians. Other data is obtained from Pt VI, Line 11b Foundation documents and files. Pt VI, Line 19 The Foundation will provide on request governing documents, Pt VI, Line 19 conflict of interest policy, and financial statements. Pt X Line 15 is a small royalty-producing mineral interest which is Pt X valued at 3 times the royalty income collected during the preceding Pt X two years. Cash received in 2012=$1574 and in 2013=$848 totalling $2422. Pt X That amount times 3 = $7266. Pt VI, Line 12c Each board member is required to file a written statement with Pt VI, Line 12c the Sec of the Foundatin in Jan each year to disclose any Pt VI, Line 12c real or potential conflict of interest. Pt XI LIne 5 -This number represents unrealized appreciation of market value. Pt VI, Line 11b Each member of the board is furnished a copy of the 990 prior to the Pt VI, Line 11b required filing date and asked to direct qustions, comments, if any, and Pt VI, Line 11b approval, in writing, to the director who prepared the form. Pt VI, Line 7b Nominations for the Board of Directors is submitted to the Session of Pt VI, Line 7b Montview Blvd Pres Church for their review and approval.